Managers of Wealth Americas

Citi Hires IBM Veteran to Lead AI Push, Amid Rival Banks' Efforts to Scale Technology

The appointment comes at a time when Citigroup is ramping up its AI adoption to automate tasks

Howard Cheng Joins Carrick Lane as Partner and Head of Risk

Howard will oversee all risk functions and will play an important role in the continued growth and expansion of Carrick Lane’s offerings.

Insigneo Adds Leandro Infantino in New York as Managing Director

The new member has his own wealth management firm, Ronin Capital, which will conduct its business within Insigneo's global network

Fieldpoint Private Trust Appoints Brian Donovan as President, Family Office

He joins Fieldpoint Private Trust from Northern Trust, where he served as Senior Managing Director for the Greater New York and Connecticut offices.

Citadel Credit Union Taps Veteran Technologist Eric Skinner as New CIO

He began his career as a programmer at a Georgia-based credit union before joining a credit union service organization, where he led the migration of nearly 2,000 institutions to a new shared payments platform.

Chris Prudhomme, J.P. Morgan Private Bank

He joins from New York Life.

Northern Trust Names New Ohio Market President

During his tenure, the Ohio team strengthened client relationships, expanded market presence and delivered consistent, high-quality service.

Christopher Hogbin Joins Lazard Asset Management as Chief Executive Officer

Mr. Hogbin has 30 years of professional experience, including 20 years at AllianceBernstein where he most recently served as Global Head of Investments and a member of its Executive Leadership Team.

Experienced Banking & Private Credit Partner Rejoins Latham & Watkins in Chicago

Mohammed Shaheen represents lenders in complex credit facilities, acquisition financings, and restructurings.

IEQ Capital Expands in New York with Appointment of Managing Director Frank Mason

Mason joins IEQ from J.P. Morgan Private Bank, where he served as Executive Director advising families, executives, and family offices on bespoke investment strategies and trust and estate planning.

Sanjay Sharma to Lead SEI’s International Business

Continued Business Evolution Underlines Strategic Focus on Accelerating International Growth

J O Hambro Capital Management appoints Bill Street as CEO as an investment in growth

The appointment, which is subject to regulatory approval, is part of a refreshed group strategy from JOHCM’s parent company Perpetual Limited

Olivia Farr Douglas appointed Head of Marketing Innovation and Content at Citi

Prior to this, Olivia Farr Douglas was with Goldman Sachs as Managing Director, Head of Wealth Management Marketing

Jefferies poached Barclays's Swiss Morgan Stanley hire after two months

Jefferies doesn't have much of a fixed income trading presence in Switzerland and Georgis is expected to build a team there.

Nift Names Fintech Industry Veteran Saket Mehta as CRO to Accelerate Revenue Growth

Appointment Follows Nift’s Recent Launch with Klarna as More Fintech Companies Partner with Brands to Create Ad Inventory That’s Integrated into the Customer Experience

Marianne Harrison appointed to Canadian Imperial Bank of Commerce board

The appointment was disclosed in a Form 6-K filed with the U.S. Securities and Exchange Commission.

JPMorgan is saying goodbye to the cage fighter it hired from Millennium

Before JPMorgan and Millennium, he did sojourns at Bank of America Merrill Lynch, Deutsche Bank and Jefferies.

Northern Trust Announces New President of Asset Management Business

He was responsible for overseeing a comprehensive suite of investment capabilities, including index, fundamental, quantitative and tax-advantaged strategies, as well as active, multi-asset class solutions and alternative investments.

FNZ Appoints Ryan Beach as Group Head of North America and Peter Hiom as Group Head of Markets

Appointments reflect FNZ’s growing momentum in North America and the continued global expansion of FNZ Markets.

HSBC exec Lisa McGeough to lead Deutsche Bank's Americas operations

Paul Maley, Deutsche Bank's head of Corporate Bank Americas, will serve as interim regional head until McGeough arrives in early 2026.

People Moves